Michael provides insurance planning for businesses, estates, income tax strategies and asset protection. He uses his experience, technical expertise and resources to provide exceptional service to his clients, while working in close consultation with their legal and financial advisors, becoming an integral part of the client’s advisory team. He is able to ensure that the estate or business plan is seamlessly integrated into the client’s broader financial picture.

He continuously monitors current legal, insurance and economic conditions to make sure that each client’s insurance plan is both appropriate and compliant with recent developments. He takes a conservative, yet sophisticated approach to estate planning that minimizes risks and produces the safest, surest return.

Michael is a Certified Financial Planner™ (CFP®), and holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.